RB Global
162 hedge funds and large institutions have $2.6B invested in RB Global in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 74 reducing their positions, and 15 closing their positions.
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
1.39% more ownership
Funds ownership: 94.73% → 96.12% (+1.4%)
1% more funds holding
Funds holding: 160 → 162 (+2)
5% less capital invested
Capital invested by funds: $2.75B → $2.6B (-$146M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 74
49% less call options, than puts
Call options by funds: $276K | Put options by funds: $546K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
+$67.6M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$29.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.2M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$16.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$41.6M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$30.3M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$17.6M |
| 4 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$11M |
| 5 |
CPCM
Clifton Park Capital Management
Wilmington,
Delaware
|
-$9.53M |
RBA Hedge Fund Activity: Q1 2015 in Review
162 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in RB Global (RBA) for Q1 2015, worth a combined $2.6B — down 5.3% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RBA positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 74 trimmed.
The largest buyer was RS Investment Management, opening a new position worth an estimated $67.6M. The largest seller was Burgundy Asset Management, cutting an estimated $41.6M.
- 162 institutional investors held RB Global (RBA) as of Q1 2015, up from 160 in Q4 2014.
- Funds reported $2.6B of RB Global stock for Q1 2015, down 5.3% quarter-over-quarter.
- 19 funds opened new RB Global positions in Q1 2015 and 15 closed out, a net change of +4 holders.
- The largest RB Global buyer in Q1 2015 was RS Investment Management, an estimated $67.6M added.
- The largest RB Global seller in Q1 2015 was Burgundy Asset Management, an estimated $41.6M sold.
Based on aggregated 13F filings for Q1 2015.